Responsible for TN, NC and SC

Main Street Health is a value-based healthcare company focused exclusively on serving rural America.

Archetype is a venture capital and consulting business focused on companies in the healthcare and workplace sectors.

Russell Street Ventures is an innovative healthcare firm focused on launching and scaling companies that serve some of our nation’s most vulnerable and underserved patient populations.

LTCG was acquired in April 2022 by illumifin, a health/annuity/life insurance administrator backed by Abry Partners and Hoplon Capital.

Launched new insurtech and claim risk management line of business for the largest third party administrator in the long term care insurance industry. LTCG serves over 100 national carriers, including every one of the top 10 insurers in the long-term care market. The Innovative Solutions portfolio includes:* CareExchange EVV – Electronic Visit Verification (EVV) for home care.* CareExchange Clearinghouse – Industry first digital claims network to facilitate straight-through processing and advanced analytics.* Unified Provider Database – Proprietary database of 150K+ senior care providers.* Provider Network – Competitive rates with thousands of participating LTC providers.* Caregiver Advocate Program – Consumer web portal and telephonic service that provides tools, resources and affordable care options to support independent aging-in-place.* Cost of Care – Proprietary annual benchmarking study of senior care costs.* Wellness Programs – Comprehensive pre-claim programs designed to delay claims incidence.

Re-launched Philadelphia chapter of organization focused on promoting innovation and entrepreneurship in the aging and senior care market.

Led private-equity backed business that provided revenue cycle management, payment processing and working capital solutions to homecare agencies nationwide. FHS connected over 400 third party payers with hundreds of providers and thousands of senior care recipients to streamline complex payment and revenue processes.

Served on advisory board of company providing SaaS software to manage patient accounts receivable for doctors and healthcare providers while helping patients understand and pay their bills.

Founded entrepreneurial investment firm and secured financial backing from 30+ limited partners to acquire a privately-owned business and personally run it as CEO. Targeted companies with $5-40 million in revenue and $1-5 million in EBITDA. Focused on recurring-revenue software and service companies in sectors such as healthcare services, revenue cycle management, niche enterprise software, information services and tech-enabled services. Led to CEO role at FHS.

Provided strategic consulting services to established and early stage companies, including new product launches, process optimization, capital raising, M&A, and business plan development. Engagements included:Healthcare Payments Company (May 2014 -- August 2014)>>> Formulated technology strategy, process re-engineering and new product innovation.Regional Assisted Living Operator with 20+ Communities (October 2013 -- August 2014)>>> Led strategic analysis of (a) expansion into new AL regions and (b) launch of de novo urgent care business for a Top 100 senior care operator.

Angel investor and advisor to provider of gift and loyalty card solutions to retailers in Eastern Europe.

Appointed Interim COO to lead day-to-day operations of Purepay Capital portfolio company with $20 million in revenue and $5 million in EBITDA formed through the leveraged acquisitions of four collections and payment processing companies.

Led deal sourcing and execution for private equity group focused on buyouts of financial technology, collections and payment processing companies.

Led product development, strategic partnerships and direct sales for SaaS consumer-driven healthcare technology company focused on Health Savings Accounts (HSAs).

Focus on Entrepreneurship, Finance & General Management

Investment professional at $2.5B growth equity fund.

Investment banker focused on M&A, equity and debt financings for telecom and media clients.

Investment banker focused on M&A for bank, insurance and specialty finance clients.